Description

Momentum is in the economic data. The Atlanta Fed's latest GDPNow Q4 growth estimate has risen to 3.3%, following 3.1% and 3% in Q2 and Q3, respectively, and compared to the early-October consensus forecast of just 2.7%. Meanwhile, the IMF's latest World Economic Outlook was revised upward and global economic growth is accelerating.

Earnings growth is strong, inflation is very mild, and stocks are fully-valued but not overvalued. The current expansion could become the longest in modern U.S. history. Will the good times continue?

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Fritz was the strategist at one of the world's largest investment companies for over a decade, before going independent and becoming a popular monthly presenter on A4A in 2011. He's not affiliated with any products, political party, or school of economic thought. Fritz's pragmatic analysis earns his presentations 4.8-star ratings monthly.